Integration
Connect Bidsketch and Tidely
When New Client fires in Bidsketch, your agent runs Update Invoice in Tidely, or New Bank Account Transaction in Tidely to Create Client in Bidsketch. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Bidsketch and Tidely to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Bidsketch and Tidely can do together
From Bidsketch to Tidely
When New Client in Bidsketch
then Update Invoice in Tidely
When New Proposal in Bidsketch
then Import Invoice in Tidely
From Tidely to Bidsketch
When New Bank Account Transaction in Tidely
then Create Client in Bidsketch
When New Invoice in Tidely
then Update Client in Bidsketch
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Bidsketch and Tidely
Triggers and actions 5 triggers · 40 actions
Trigger
New ClientTriggers when a new client is added in Bidsketch.
Trigger
New ProposalTriggers when a new proposal is created in Bidsketch.
Trigger
Proposal Status ChangedTriggers when a Bidsketch proposal's status changes, such as to Viewed, Accepted or Declined.
Action
Add Fee to ProposalAdds a fee line to a Bidsketch proposal, either required or optional.
Action
Add Section to ProposalAdds an opening or closing content section to a Bidsketch proposal.
Action
Create a ProposalCreates a new draft proposal in Bidsketch for an existing client.
Action
Create ClientCreates a new client in Bidsketch with contact name, email and optional company, phone and address details.
Action
Create FeeCreates a saved fee in the Bidsketch account's fee library.
Action
Create Proposal from TemplateCreates a new Bidsketch proposal for a client from one of the account's templates.
Action
Delete ClientDeletes a Bidsketch client together with all of its proposals.
Action
Delete ProposalDeletes a Bidsketch proposal and its content.
Action
Get ClientReturns one Bidsketch client with its contact and address details.
Action
Get ProposalReturns one Bidsketch proposal with its status, totals and client.
Action
List ClientsReturns a page of Bidsketch clients.
Action
List ProposalsReturns a page of Bidsketch proposals.
Action
List TemplatesReturns the proposal templates in the Bidsketch account.
Action
Update ClientUpdates a Bidsketch client's contact details; only the fields you fill in change.
Action
Update ProposalUpdates a Bidsketch proposal's name, description, date or currency; only filled fields change.
Trigger
New Bank Account TransactionTriggers when a new transaction is added to a bank account.
Trigger
New InvoiceTriggers when a new sales or purchase invoice is added.
Action
Create CategoryCreates an income or expense category.
Action
Delete Bank AccountDeletes a bank account.
Action
Delete Bank Account TransactionDeletes a bank account transaction.
Action
Delete CategoryDeletes a category.
Action
Delete InvoiceDeletes an invoice.
Action
Delete PlansDeletes all plan values of a category in a scenario.
Action
Get Bank AccountReturns one bank account.
Action
Get Bank Account TransactionReturns one bank account transaction.
Action
Get CashflowReturns the cashflow per period for a scenario and date range.
Action
Get CategoryReturns one category.
Action
Get CompanyReturns one company.
Action
Get InvoiceReturns one invoice.
Action
Get ScenarioReturns one planning scenario.
Action
Import InvoiceCreates an invoice in Tidely.
Action
Import PlanCreates a plan value in Tidely.
Action
List Bank Account BalancesReturns the daily balances of a bank account.
Action
List Bank AccountsReturns the company's bank accounts.
Action
List Bank Account TransactionsReturns the transactions of a bank account.
Action
List CategoriesReturns the income and expense categories.
Action
List CompaniesReturns the companies the API key can access.
Action
List ScenariosReturns the company's planning scenarios.
Action
Update Bank AccountUpdates a bank account.
Action
Update Bank Account TransactionUpdates a bank account transaction.
Action
Update CategoryRenames a category or changes its type.
Action
Update InvoiceUpdates an invoice's fields.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Bidsketch and Tidely, answered
What can start an automation from Bidsketch?
Any of Bidsketch's 3 triggers in the catalog, including New Client, New Proposal and Proposal Status Changed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Tidely when something happens in Bidsketch?
Any of Tidely's 25 actions, including Create Category, Update Bank Account, Update Bank Account Transaction and Update Category. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Tidely to Bidsketch?
Yes. When something happens in Tidely, your agent can act in Bidsketch too. This page covers both directions: Tidely's triggers and Bidsketch's actions are listed here as well.
Do I have to build a connector for Bidsketch or Tidely?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Bidsketch and Tidely without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.